Other
Email Notifications Triggering Automatic Replies
Sometimes, people will set an automatic reply on their email account when they are out of office, on vacation, or closed for holidays. This is great most of the time because it sets proper expectations for those trying to reach them. When dealing ...
Manage Upload Files
What Is It Manage Upload Files is a tool where you can review all the files that have been uploaded to your Otuvy QM system from various sources like work orders, inspections, the uploaded files section of the service location records, or even from ...
Record Cleanup
It’s really easy for things to get cluttered in CleanTelligent and occasionally you need to clean things up. Whether you’ve lost a client, one of your employees is no longer with your company, or if a location is no longer being serviced you will ...
Setup a Mobile Survey
What Are they? Mobile surveys are a way of taking anonymous feedback or requests from anyone with a cell phone and QR Code reader. Mobile Surveys do not require a CleanTelligent login to submit. Prerequisites Mobile Surveys are created using Custom ...
Email Notification Templates
Video Transcript For this video, we’ll show you how to create an Email Notification Template that can be assigned to multiple people, ensuring that everyone is equally informed. Start by clicking the Admin tab to get to the Service Provider ...
Email Notifications
Video Transcript Your employees and contacts within CleanTelligent can receive email notifications when certain events happen. The steps for setting up notifications for an employee and contact are similar, they just have different events listed. In ...
How To Reset Your Password
Video Transcript Passwords should be reset regularly when dealing with sensitive information. In CleanTelligent, there are a couple ways for you to reset your password. To reset your password after you’ve already logged in, you’ll need to go to your ...
Position Types
Video Transcript Position Types are a great way to organize your employees so you can see, at a glance, what kind of jobs a specific user should be assigned to. Positions are significant in Job Schedules and the SP Org. Chart. First, you need to ...
Importing Employees/Contractors
Video Transcript This video is to show how to import employees or contractors into CleanTelligent. This is the Employee/Contractor Import spreadsheet. If you do not receive this spreadsheet from a CleanTelligent representative, you can also find it ...
Custom Question Templates Overview
Video Transcript Custom Questions can be used in many parts of the software. Inspections, work orders, and surveys just to start. In this video, we’ll briefly discuss how to set up custom questions. To start, we’ll go to the Admin tab and click ...
Importing Job Templates
Video Transcript Job templates are essential for completing inspections, but when you have a unique job template for each location, you’ll want to get them in quickly and easily. In this video, I’ll show you how to do that by using the Import ...
Importing Contacts
Video Transcript In this video, I will show you how to import contact records into CleanTelligent. This is the Contacts Import spreadsheet. If you do not receive this spreadsheet from a CleanTelligent representative, you can also find it in the ...
Importing Service Locations
Video Transcript In this video, I'll demonstrate how to import service locations into CleanTelligent. This is the Service Locations Import spreadsheet. If you do not receive this spreadsheet from a CleanTelligent representative, you can also find it ...
Importing Clients
Video Transcript The topic of this video is on importing client records. Before importing clients, be sure to create a spot for them to reside on the SP Org Chart . For the most part, client records will reside in the Admin division because the admin ...
Popular Articles
What Is Business Intelligence?
Transcript: Understanding your business trends is crucial to managing your operations efficiently and maximizing your profitability. CleanTelligent Business Intelligence Dashboards provide quick, useful insight into your performance. Your dashboards ...
Create an Employee/Contractor Record
Video Transcript Welcome! In this video, I’ll show you how to add a new employee to the system. First, hover over the HR tab and select New Employee/Contractor from the drop-down menu. You can also click the HR tab then click New Employee/Contractor ...
Custom Question Templates Overview
Video Transcript Custom Questions can be used in many parts of the software. Inspections, work orders, and surveys just to start. In this video, we’ll briefly discuss how to set up custom questions. To start, we’ll go to the Admin tab and click ...
Job Schedule Report
Transcript: This video is to show how to run the Job Schedule Report by Employee/Contractor. Start by clicking on the Reports tab. The Job Schedule Report by Employee/Contractor is located in the Miscellaneous Reports section. Choose your Output ...
Build a Basic Service Provider Organization Chart
Transcript The Service Provider Organization Chart, or SP Org. Chart for short, is one of the most important parts of the CleanTelligent software and is referenced in almost all records, so it’s very important for you to have a solid understanding of ...